The Advisor Arena

You can't grow your business without a willingness to focus on these 3 things....

There is one thing successful people do better than anyone else and it is creating a HUGE divide in our industry between those that will success and those that will struggle.

Barb G joins me for this episode to talk about her experience as a female financial advisor working with female clients.

As a financial advisor, you want to serve your clients well. This is your opportunity to show up for them. Learn what launched on May 4th that may change the way FIA products are designed forever.

Jaime is solo this week. What do you think your online grade would be? Are you active on Social Media, is your website up to date? Do you look presentable compared to your competition?

Q1 update...but more importantly, Josh sings in this episode! Find out what trends are emerging with our economy, markets and prospecting methods!

Anthony C, one of our most successful advisors shares how he has kept his marketing momentum going over the last year. You may be surprised by what he says...there is one thing he says he will NEVER go back to doing!

The most recent stimulus package was just passed on March 11th and there are several key items you will want to make sure your clients are aware of!

Don't listen to the all the noise others are creating out there to snag your attention. We outline everything you need to know, what you don't need to worry about and what you should be doing with every client to protect your business.

Kids with no guardians, money left to probate instead of heirs, property that has no beneficiary, adult kids that blow an inheritance. All avoidable. Jamie Weese, owner of Weese Law Firm, joins us for a conversation about attorneys, financial advisors and why they should be working together with every single client.

Tom Duncan, JD,CLU, ChFC joins us to discuss the 3 topics he sees creating the most confusion for advisors, which creates the most mistakes for consumers.

We are celebrating BIG wins! Find out what your peers are doing to obliterate their competition this year.

The financial plan you put in place has more than a 70% chance of FAILURE. Find out why and how you can ensure the plans you put in place work they way you intended.

If you are not getting the results you want from social media, don't miss this episode! Brooke Runnebaum, social media expert, business owner, entreprenuer and business coach joins us to discuss why you can't afford to get this wrong.

Part 2 of our Webinar Episode. Mike Alimo from Elevate Financial Group shares the 3 things every webinar must have to create engagement and the biggest mistake advisors have been making!

You may be surprised to learn what the #1 most used prospecting method was last year and even more surprised by how it is being adapted for 2021. Join us for this episode as we discuss the differences in using this method last year vs this year and how you can make it work for your business!

Biden's tax proposal is full of potential BIG changes for your high net worth clients, small business owners and corporations. Don't be caught off guard!

Michael Kennedy, Head Coach and owner of "One Team" joins us on this episode to talk about his brainchild and what it means for you and your clients.

Last episode of 2020! We are sharing all the good stuff coming at you for the New Year! New subsidies, new products, new social media groups, new resources, new coaching...Bring on 2021!

Do you feel busy but not productive? Do you feel like your days fly by in a blur? Are you a slave to your inbox? Then this episode is for you! My virtual assistant from Belay Solutions shares what she did to help us grow our business by over 10% in 2020!

Ready to throw your hands in the air with attempting to make any plans for your business? We know it's tempting, but the 3 end of year planning resources we cover in this episode could change your entire perspective. Check out what I uncovered by working with one of the top business coaching programs in the nation, and how that can benefit YOU!

Retirement Architecture may be just the marketing plan you didn't know you needed! If you are trying to Covid proof your business and end the year strong, you don't want to miss this episode. If seminars have been your main marketing method, it's time to enact plan B.

4th Q of 2020 isn't the time to try what you think might work and hope for the best. You need exact data on what is and what isn't working for other advisors specific to your area. In this episode, we outline the 3 steps you need to take before spending a dime on marketing.

"Ranger" Tom Lowry is no stranger to overcoming challenges. A former Army ranger and cancer survivor, Tom shares the new structure of his practice and why he is building his own bunker. You don't want to miss it!

Top 5 Recommendations for Resources to Change your LIFE (or at least your attitude)